If you're looking for a guide on how to get a crop season setup and how it will work every day - this is for you.
The only thing you'll need before we get started is a farm setup on Figured.
If you'd like to know more about what a crop season is for and how it works (the nitty gritty will be below), check out this article.
NOTE: The green links throughout this will take you to other articles with screenshots and more information!
Step 1: Setup your properties and fields
Before starting a crop season, you must ensure your properties and fields are set up.
A property would be the total area of your farm (e.g. 500ha). A field is how you split your property; for example, if you grow on ten equal fields, you'll have ten fields with an area of 50 ha each.
By default your farm will have one property and one field. You can find more about updating these to suit your organisation here.
Step 2: Add your new crop season
With your properties and fields ready to go, you'll be adding in the crop season next. Head to Operations > Trackers, click New Tracker. You will see an option to add a new Crop Season. Select that, and you will be taken to your new crop season. In the crop season, you will want to Define Crop Season Area.
Read more about adding a new crop season and defining its area here.
NOTE: For any crops where you have opened the year with existing crops on hand, you'll need to setup / enter the opening balances for these.
Step 3: Get planning/add in your forecasts
Your new crop season can start as a full year of forecasts or a blend of actuals and forecasts. For this cheat sheet, we assume you'd like to build a full-year forecast for your crop season. Set your global date selector to Actual + forecasts > Actuals to none.
In your crop season, there's a range of different forecasted transactions you can add in depending on what you'd like to track in your crop season.
Record your harvests - what you intend to harvest when the time comes
If you'd like to track and attribute products to the growing of your crops - like fertiliser or the costs of seeds - you'll record a purchase of these products
If you've already bought products and put them into your product tracker, you may want to record the application of these onto your crops
Record your sales - After it's all said and done, you'll want to plan for the sale of your crops
Actuals in your crop season
Actuals in your crop season work in two ways:
Real-time: As you incur costs and income for your crop season, you record them in Figured in real-time. You would enter actuals directly into your crop season.
Retroactively: Costs and income for your crop season happen in your cloud accounting software throughout the year. You come into Figured periodically to attribute this info to your crop season. You'd use a combination of the allocator and the product tracker.
NOTE: These aren't specific workflows set in stone. You can work with your crop season by combining both (recording actuals directly in the crop season, allocating them via the allocator, and managing products in the product tracker.
Step 4A: Recording your actuals: Real-time
Recording your actuals directly in your crop season works the same as recording your forecasted transactions.
The only important thing to note is that all actuals you raise via a crop season will be posted to your cloud accounting software (if they are financial movements).
Step 4B: Recording your actuals: Retroactively
To retroactively record your actuals in your crop season, there are a couple of different places you'll be working in.
The first (and primary) place you'll be working in is the allocator. The allocator can be found in your left-hand navigation, or you can head there from your farm dashboard.
The allocator pulls in all your cloud accounting software transactions and lets you allocate or attribute them to a crop season. Think bank feeds in your accounting software!
The second place you'll be working in is the Inventory Tracker. The Inventory Tracker is where all your inventory items go - like fuel or harvested crops - and you can purchase more or use the items you already have.
For example, if you've sprayed some of your crops and want to record that product use, you'd do that as an application in your Inventory Tracker.
Congratulations, you're ready to go!
Your crop season should be up and running for you to re-forecast through the year, and you should know more about how the allocator and product warehouse work there.
If you need a hand, feel free to message the team via the green bubble anytime.